# Chou Associates portfolio: Q2 2026 13F holdings | moatshark

Francis Chou’s Chou Associates: $217m in 30 US holdings at Q2 2026, with buys and sells.

In Q2 2026, Chou Associates held 30 US-listed stocks worth $217m. It made only small changes. It started 1 new position and sold out of 0. Its largest holding is Berkshire Hathaway at 30%.

13F for the quarter ending 2026-06-30, filed 2026-08-12 ([filing](https://www.sec.gov/Archives/edgar/data/1389403/000110465926094668/0001104659-26-094668-index.htm)). $217m in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| Berkshire Hathaway (BRK.B) | $66.0m | 30.4% | Unchanged | 30.1% |
| Alphabet (GOOG) | $25.6m | 11.8% | Unchanged | 9.9% |
| Synchrony Financial (SYF) | $17.0m | 7.8% | Unchanged | 7.2% |
| Occidental Petroleum (OXY) | $15.2m | 7.0% | Unchanged | 9.7% |
| Siriusxm Holdings (SIRI) | $12.1m | 5.6% | Unchanged | 4.5% |
| Apple (AAPL) | $11.6m | 5.3% | Trimmed -9.1% | 5.3% |
| Ally Financial (ALLY) | $10.4m | 4.8% | Unchanged | 4.2% |
| Stellantis (STLA) | $8.0m | 3.7% | Unchanged | 4.7% |
| Jefferies Financial Group (JEF) | $7.5m | 3.4% | Unchanged | 2.9% |
| Paypal Holdings (PYPL) | $7.2m | 3.3% | Unchanged | 3.6% |
| Wells Fargo & Company (WFC) | $4.9m | 2.3% | Unchanged | 2.3% |
| Citigroup (C) | $4.6m | 2.1% | Unchanged | 1.8% |
| Alibaba Group Holding (BABA) | $4.0m | 1.9% | Unchanged | 2.5% |
| General Motors (GM) | $4.0m | 1.9% | Unchanged | 1.8% |
| Bank of America (BAC) | $2.8m | 1.3% | Unchanged | 1.2% |
| Pathward Financial (CASH) | $2.4m | 1.1% | Unchanged | 1.2% |
| Pool Ord (POOL) | $2.3m | 1.1% | Unchanged | 1.0% |
| Mbia (MBI) | $2.1m | 1.0% | Unchanged | 0.9% |
| Kraft Heinz (KHC) | $1.6m | 0.8% | Unchanged | 0.7% |
| Assured Guaranty (AGO) | $1.4m | 0.6% | Unchanged | 0.7% |
| China Yuchai International (CYD) | $1.1m | 0.5% | Unchanged | 0.4% |
| Methanex (MEOH) | $924k | 0.4% | Unchanged | 0.6% |
| Moody's (MCO) | $679k | 0.3% | Unchanged | 0.3% |
| Magna International (MGA) | $657k | 0.3% | Unchanged | 0.3% |
| Atkore (ATKR) | $639k | 0.3% | Unchanged | 0.2% |
| HP (HPQ) | $581k | 0.3% | Unchanged | 0.2% |
| Imperial Oil (IMO) | $561k | 0.3% | Unchanged | 0.3% |
| Louisiana-Pacific (LPX) | $463k | 0.2% | Unchanged | 0.2% |
| Ryanair Holdings (RYAAY) | $384k | 0.2% | Unchanged | 0.2% |
| Vitesse Energy (VTS) | $20k | 0.0% | New | – |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/chou-associates). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.